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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Giovanni Duran (CRD# 2871441) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Basking Ridge, NJ and has over 26 years of experience in the finance industry. Giovanni Duran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Feldman (CRD# 6723405) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 7 years of experience in the finance industry.
Steven Feldstein (CRD# 1402510) is an Investment Advisor Representative working at Feldstein, Steven Dba Steven Feldstein & Associates in Basking Ridge, NJ and has over 36 years of experience in the finance industry. Steven Feldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Fiocco (CRD# 5495247) is an Investment Advisor Representative working at Commonwealth Financial Network in Basking Ridge, NJ and has over 16 years of experience in the finance industry. Robert Fiocco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Emily Fissel (CRD# 6393660) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 8 years of experience in the finance industry. Emily Fissel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Foti (CRD# 1809991) is an Investment Advisor Representative working at Park Avenue Securities LLC in Basking Ridge, NJ and has over 36 years of experience in the finance industry. James Foti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lawrence Frydman (CRD# 6131020) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 11 years of experience in the finance industry. Lawrence Frydman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gwen Gepfert (CRD# 1491758) is an Investment Advisor Representative working at Oaktree Financial Planning And Consulting in Basking Ridge, NJ and has over 16 years of experience in the finance industry.
Richard Girgis (CRD# 2281509) is an Investment Advisor Representative working at Lpl Financial LLC in Basking Ridge, NJ and has over 31 years of experience in the finance industry.
Howard Golick (CRD# 2319119) is an Investment Advisor Representative working at Lpl Financial LLC in Basking Ridge, NJ and has over 31 years of experience in the finance industry.